Greenwich Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Buy |
12,662
+7
| +0.1% | +$2.03K | 0.18% | 56 |
|
|
2025
Q1 | $3.1M | Sell |
12,655
-928
| -7% | -$228K | 0.23% | 56 |
|
|
2024
Q4 | $3.26M | Buy |
13,583
+812
| +6% | +$195K | 0.23% | 53 |
|
|
2024
Q3 | $2.69M | Buy |
12,771
+61
| +0.5% | +$12.9K | 0.18% | 67 |
|
|
2024
Q2 | $2.57M | Sell |
12,710
-301
| -2% | -$60.9K | 0.19% | 63 |
|
|
2024
Q1 | $2.61M | Buy |
13,011
+686
| +6% | +$137K | 0.21% | 64 |
|
|
2023
Q4 | $2.1M | Sell |
12,325
-322
| -3% | -$54.8K | 0.21% | 69 |
|
|
2023
Q3 | $1.83M | Buy |
12,647
+143
| +1% | +$20.7K | 0.19% | 72 |
|
|
2023
Q2 | $1.82M | Sell |
12,504
-154
| -1% | -$22.4K | 0.19% | 75 |
|
|
2023
Q1 | $1.65M | Buy |
12,658
+164
| +1% | +$21.4K | 0.18% | 80 |
|
|
2022
Q4 | $1.68M | Buy |
12,494
+428
| +4% | +$57.4K | 0.18% | 79 |
|
|
2022
Q3 | $1.26M | Buy |
12,066
+10
| +0.1% | +$1.05K | 0.13% | 96 |
|
|
2022
Q2 | $1.36M | Sell |
12,056
-677
| -5% | -$76.3K | 0.18% | 89 |
|
|
2022
Q1 | $1.74M | Sell |
12,733
-469
| -4% | -$63.9K | 0.18% | 84 |
|
|
2021
Q4 | $2.09M | Buy |
13,202
+174
| +1% | +$27.5K | 0.17% | 70 |
|
|
2021
Q3 | $2.13M | Buy |
13,028
+2,717
| +26% | +$445K | 0.18% | 71 |
|
|
2021
Q2 | $1.6M | Sell |
10,311
-64
| -0.6% | -$9.96K | 0.14% | 79 |
|
|
2021
Q1 | $1.58M | Sell |
10,375
-805
| -7% | -$123K | 0.13% | 79 |
|
|
2020
Q4 | $1.42M | Sell |
11,180
-20
| -0.2% | -$2.54K | 0.12% | 79 |
|
|
2020
Q3 | $1.08M | Buy |
11,200
+6
| +0.1% | +$578 | 0.19% | 82 |
|
|
2020
Q2 | $1.05M | Sell |
11,194
-617
| -5% | -$58K | 0.2% | 84 |
|
|
2020
Q1 | $1.06M | Buy |
11,811
+889
| +8% | +$80K | 0.23% | 70 |
|
|
2019
Q4 | $1.52M | Sell |
10,922
-115
| -1% | -$16K | 0.31% | 68 |
|
|
2019
Q3 | $1.3M | Sell |
11,037
-457
| -4% | -$53.8K | 0.25% | 73 |
|
|
2019
Q2 | $1.29M | Buy |
11,494
+153
| +1% | +$17.1K | 0.22% | 71 |
|
|
2019
Q1 | $1.15M | Sell |
11,341
-351
| -3% | -$35.5K | 0.2% | 78 |
|
|
2018
Q4 | $1.14M | Buy |
11,692
+39
| +0.3% | +$3.81K | 0.23% | 74 |
|
|
2018
Q3 | $1.32M | Buy |
11,653
+102
| +0.9% | +$11.5K | 0.23% | 71 |
|
|
2018
Q2 | $1.2M | Sell |
11,551
-170
| -1% | -$17.7K | 0.21% | 73 |
|
|
2018
Q1 | $1.29M | Sell |
11,721
-66
| -0.6% | -$7.26K | 0.2% | 69 |
|
|
2017
Q4 | $1.26M | Sell |
11,787
-78
| -0.7% | -$8.34K | 0.21% | 69 |
|
|
2017
Q3 | $1.13M | Sell |
11,865
-544
| -4% | -$51.9K | 0.19% | 70 |
|
|
2017
Q2 | $1.13M | Sell |
12,409
-290
| -2% | -$26.5K | 0.19% | 75 |
|
|
2017
Q1 | $1.12M | Buy |
12,699
+1,053
| +9% | +$92.5K | 0.15% | 76 |
|
|
2016
Q4 | $1.01M | Buy |
11,646
+439
| +4% | +$37.9K | 0.13% | 86 |
|
|
2016
Q3 | $746K | Sell |
11,207
-1,885
| -14% | -$125K | 0.13% | 102 |
|
|
2016
Q2 | $814K | Buy |
13,092
+435
| +3% | +$27K | 0.2% | 96 |
|
|
2016
Q1 | $750K | Sell |
12,657
-385
| -3% | -$22.8K | 0.19% | 98 |
|
|
2015
Q4 | $861K | Sell |
13,042
-337
| -3% | -$22.2K | 0.21% | 85 |
|
|
2015
Q3 | $816K | Sell |
13,379
-18,279
| -58% | -$1.11M | 0.2% | 104 |
|
|
2015
Q2 | $2.15M | Sell |
31,658
-34
| -0.1% | -$2.3K | 0.27% | 84 |
|
|
2015
Q1 | $1.92M | Sell |
31,692
-8
| -0% | -$485 | 0.22% | 87 |
|
|
2014
Q4 | $1.98M | Sell |
31,700
-78
| -0.2% | -$4.88K | 0.13% | 93 |
|
|
2014
Q3 | $1.91M | Sell |
31,778
-176
| -0.6% | -$10.6K | 0.13% | 93 |
|
|
2014
Q2 | $1.84M | Sell |
31,954
-135
| -0.4% | -$7.78K | 0.12% | 96 |
|
|
2014
Q1 | $1.95M | Sell |
32,089
-1,627
| -5% | -$98.8K | 0.14% | 93 |
|
|
2013
Q4 | $1.97M | Sell |
33,716
-360
| -1% | -$21.1K | 0.2% | 91 |
|
|
2013
Q3 | $1.76M | Buy |
34,076
+140
| +0.4% | +$7.24K | 0.13% | 90 |
|
|
2013
Q2 | $1.79M | Buy |
+33,936
| New | +$1.79M | 0.13% | 88 |
|